We are live on ! Find out more
WBT

Welbilt, Inc.

Delisted

WBT was delisted on the 28th of July, 2022.

233 hedge funds and large institutions have $2.32B invested in Welbilt, Inc. in 2019 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 81 increasing their positions, 69 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

448% more call options, than puts

Call options by funds: $40.8M | Put options by funds: $7.43M

53% more capital invested

Capital invested by funds: $1.52B → $2.32B (+$802M)

17% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 69

11% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 36

0% more funds holding

Funds holding: 232233 (+1)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
233
Holders Change
+1
Holders Change %
+0.43%
% of All Funds
5.04%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
40
Increased
81
Reduced
69
Closed
36
Calls
$40.8M
Puts
$7.43M
Net Calls
+$33.3M
Net Calls Change
+$7.8M
Name Holding Trade Value Shares
Change
Change in
Stake
WAS
151
Winch Advisory Services
Wisconsin
$252K -$14.6K -1,000 -6%
SOADOR
152
State of Alaska Department of Revenue
Alaska
$248K -$12.8K -880 -5%
Bank of Montreal
153
Bank of Montreal
Ontario, Canada
$246K -$145K -9,929 -40%
Northwestern Mutual Wealth Management
154
Northwestern Mutual Wealth Management
Wisconsin
$246K
SSA
155
Schonfeld Strategic Advisors
New York
$242K +$215K +14,759 New
RJFSA
156
Raymond James Financial Services Advisors
Florida
$241K +$14K +958 +7%
Victory Capital Management
157
Victory Capital Management
Texas
$238K +$212K +14,520 New
William Blair & Company
158
William Blair & Company
Illinois
$233K -$14.6K -1,000 -7%
ZCM
159
Zebra Capital Management
Connecticut
$228K +$203K +13,903 New
Diamond Hill Capital Management
160
Diamond Hill Capital Management
Ohio
$226K -$12.8M -879,446 -98%
TFA
161
Toth Financial Advisory
Virginia
$223K -$109K -7,475 -35%
LTFS
162
Ladenburg Thalmann Financial Services
Florida
$223K -$4.12K -282 -2%
EAMA
163
EFG Asset Management (Americas)
Florida
$219K -$36.8K -2,524 -16%
SEI Investments
164
SEI Investments
Pennsylvania
$219K +$37.8K +2,594 +24%
HSBC Holdings
165
HSBC Holdings
United Kingdom
$216K
RJA
166
Raymond James & Associates
Florida
$210K -$664K -45,500 -78%
Brown Advisory
167
Brown Advisory
Maryland
$203K -$50.9M -3,486,741 -100%
Nisa Investment Advisors
168
Nisa Investment Advisors
Missouri
$203K +$27.7K +1,900 +18%
COI
169
Connable Office Inc
Michigan
$201K +$179K +12,269 New
CAPTRUST Financial Advisors
170
CAPTRUST Financial Advisors
North Carolina
$192K +$152K +10,430 +810%
SFS
171
Sowell Financial Services
Arkansas
$192K +$171K +11,744 New
PM
172
Parametrica Management
Hong Kong
$177K +$157K +10,790 New
CRC
173
Curi RMB Capital
Illinois
$173K
Stifel Financial
174
Stifel Financial
Missouri
$171K -$2.12K -145 -1%
MLICM
175
Metropolitan Life Insurance Company (MetLife)
New York
$161K -$2.99K -205 -2%

WBT Hedge Fund Activity: Q1 2019 in Review

233 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Welbilt, Inc. (WBT) for Q1 2019, worth a combined $2.32B — up 53% from $1.52B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new WBT positions and 36 closed out — a net gain of 4 holders — while 81 added to existing stakes and 69 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $38.4M. The largest seller was Brown Advisory, cutting an estimated $50.9M.

  • 233 institutional investors held Welbilt, Inc. (WBT) as of Q1 2019, up from 232 in Q4 2018.
  • Funds reported $2.32B of Welbilt, Inc. stock for Q1 2019, up 53% quarter-over-quarter.
  • 40 funds opened new Welbilt, Inc. positions in Q1 2019 and 36 closed out, a net change of +4 holders.
  • The largest Welbilt, Inc. buyer in Q1 2019 was Fidelity Investments, an estimated $38.4M added.
  • The largest Welbilt, Inc. seller in Q1 2019 was Brown Advisory, an estimated $50.9M sold.

Based on aggregated 13F filings for Q1 2019.